Renewables installer software with a record for every device.
Survey, quote, fit and commission heat pumps, solar PV, batteries and EV chargers from your phone. Each device gets its own record at the address, and the customer is reminded when the first service is due.
The flow is a picture. OnPoint keeps the records for each device, not live readings from it.
Heat pump, 7 kW air source
Heat Pump Commissioning Record
Built on the MIS 3005-I checklist
Design heat loss, flow temperature, SCOP, the cylinder, system water and the controls, with the customer's signature to say it was all shown to them. It sets the first service date. From then on, the Heat Pump Service Record works out the performance factor from the heat meter at every service.
On the record
- Design heat loss
- Design flow temperature
- SCOP
- Estimated annual generation
- G3 notification reference
- MCS certificate number
- Comes round
- First service, a year on
- Opens with
- Your MCS number or any trade registration
- Split system?
- The F-Gas Equipment Record keeps the charge and leak checks
The system is certified as commissioned to the MCS standard, but the system is recorded as not flushed and cleaned.
The declaration on this record says the system was commissioned properly. It cannot say that and record a failure of the same thing.
Here's how that house went in.
Helen Marsh wants to come off gas. One survey, one quote, three days on site and a first service a year later. Here's the job in OnPoint, step by step.
Tuesday 10 March
Survey the house
Book the survey and Helen gets a text with the day and who's coming. On the roof, at the meter and by the consumer unit, take photos as you go. Each one is timestamped, and you can mark one up to show where the outdoor unit will go. Talk through what you found and OnPoint writes it up.
Try the free heat loss calculator
Survey visit
Complete10:04Roof 10:12Cut-out 10:17Consumer unit 10:31East wall 1:12South-facing roof at about 35 degrees, room for twelve panels, no shading after nine. 100 amp cut-out, single phase. Two spare ways in the consumer unit. Outdoor unit on the east wall, over a metre from the boundary.
Heat loss calculator
Living room, 5 by 4 metres
1,383 W
−4 °C outside, 21 °C inside, cavity wall insulated.
Wednesday 11 March
Quote the whole system
One quote for everything, with the VAT set line by line, so the heat pump, panels and battery go at 0% and the charger at 20%. Ask for a deposit to start. Helen can accept it, pay the deposit or ask a question, right on the quote. When she pays, it becomes the invoice with the deposit already on it. Not sure she wants it all? Offer options, say panels alone or the whole system, with the charger as an extra she can tick.
AcceptedQuote 1188
Helen Marsh, 14 Beech Road, York
Item VAT Amount 7 kW air source heat pump, 200 litre cylinder and controls 0% £11,450.00 5.04 kWp solar PV, 12 panels and hybrid inverter 0% £6,180.00 9.5 kWh battery 0% £4,250.00 7.4 kW EV charger 20% £1,000.00 - Subtotal
- £22,880.00
- VAT
- £200.00
- Total
- £23,080.00
- Deposit to start (25%)
- £5,770.00
- Sent16:20
- Opened18:02
- Deposit paid19:47
Invoice paid online
£5,770.00 received for invoice #2291
13 to 15 April
Book the install days
Keep the job together as a project and book each day on it. If someone's already booked, you're told before you save. The project works out where the job has got to from the visits, quotes and invoices on it, so nobody has to move a card.
On siteBeech Road, full system
Helen Marsh, 14 Beech Road, York
3 visits, quote 1188, invoice 2291
- Mon13Roof: panels, inverter and battery13 April, arriving 8 to 9amKWJH
- Tue14Heat pump and cylinder14 April, arriving 8 to 9amKW
- Wed15Charger, then commissioning15 April, arriving 8 to 9amKWJH
Josh is already booked at this time.
Text to HelenHello Helen, you have an appointment with Northlight Energy on Monday 13 April between 08:00 and 09:00, the person attending is Kieran.Wednesday 15 April
Commission each device on its own record
The heat pump gets its commissioning record, the panels a verification certificate with a line for every string, and the charger its installation certificate. Each one reads itself as you fill it in and points out anything that doesn't add up. It never changes a reading and never stops you issuing.
- Heat Pump Commissioning RecordSigned
- EV Charging Point Installation CertificateSigned
- Solar PV System Verification Certificate1 to look at
Array test report
5.04 kWp, 2 strings of 6
String 1, 6 modules
PassVoc, V
224.6
Isc, A
9.84
W/m²
712
Module, °C
31
+ve, MΩ
>200
−ve, MΩ
>200
String 2, 6 modules
PassVoc, V
225.1
Isc, A
9.79
W/m²
–
Module, °C
–
+ve, MΩ
>200
−ve, MΩ
>200
ProblemString 2: a string has a voltage recorded but no irradiance.
An open-circuit voltage cannot be compared with the module's datasheet, or with the same string next year, without the conditions it was measured under.
Wednesday 15 April
Hand it over
Show Helen how it all works and she signs on your phone to say so, or later from her portal link. The certificates and the visit report go to her in one email.
Heat Pump Commissioning Record
Handover
- The customer has been given all the documentation the MCS standards require√
- Operation of the system demonstrated to the customer√
- Maintenance schedule given√
Customer acknowledgement
HELEN MARSH
15/04/2026
To Helen Marsh
Your job is complete
- Heat Pump Commissioning Record
- Solar PV System Verification Certificate
- Solar PV System Handover Certificate
- EV Charging Point Installation Certificate
- Visit report
May to October
Take the balance, or spread it
Helen pays the balance by card or bank from the invoice link, and it marks itself paid. For a bill this size, split it into monthly payments with a payment plan instead. On a bigger job, bill it in stages as the work goes in.
Part paidInvoice 2291 for Helen Marsh
£23,080.00
- Deposit, paid on the quote
- £5,770.00
- Balance
- £17,310.00
Payment plan6 monthly payments of £2,885.00
- 15 MayPaid
- 15 JunDue
- 15 JulTo come
- 15 AugTo come
- 15 SepTo come
- 15 OctTo come
March 2027
Back for the first service
The commissioning record set the first service a year out. It shows in Renewals, and 30 days before, Helen gets an email reminding her. Or put her on a service plan and each year's visit goes in the diary four weeks before it's due. At the service, the heat meter readings give you the performance factor, and that record sets the next date.
Renewals
Next 60 days- 14 Beech RoadHeat Pump Commissioning Record15 AprReminder sent
- Oak HouseSolar PV System Verification Certificate22 AprBooked
- 9 Mill LaneHeat Pump Service Record3 MayReminder due
- The Old ForgeEV Charging Point Installation Certificate18 MayReminder due
Heat Pump Service Record
- Heat delivered
- 9,420 kWh
- Electricity used
- 2,980 kWh
- Performance factor measured over the period
- 3.16
- Period covered
- Apr 2026 to Apr 2027
We're new. That works in your favour.
OnPoint is a young company, but real money already moves through it: the display is live. Being small means three things for you.
- PV
- Battery
- Grid
Invoiced through OnPoint
£3,094,055
Invoices raised in OnPoint, across every trade
You talk to the people who build it.
Ring or email and you get the team that makes OnPoint, not a call centre.
It gets better every week.
OnPoint is updated every week. Tell us which sheet you still fill in on paper and it goes on the list.
Founding price, locked for life.
Start now and your first seat stays at £19 a month for as long as you're with us. Each extra installer is £9.
“We were running the business off WhatsApp threads and a notebook. OnPoint pulled everything into one place. The customer portal alone has cut my admin in half. I'm not retyping addresses or chasing photos anymore.”
“Engineers used to come back at 5pm with stacks of paper job sheets. Now everything's signed on the phone before they leave the customer. Invoices go out the same day. The cash flow shift was instant.”
Turn on what you're registered for.
Four settings in your organisation details decide which renewables records you can start. Turn them and the list changes, using the same rule the app runs.
Your MCS number is your own declaration: OnPoint doesn't check it, and it goes on the solar PV handover as you typed it. It doesn't open the EV certificate or the EIC, which self-certify notifiable work.
Heat pumps
- Heat Pump Pre-Installation SurveyThe house, the supply and where the unit goesOpen
- Heat Pump Heat Loss and Design RecordRoom-by-room heat loss and the design, before you installOpen
- Air Source Heat Pump Sound AssessmentThe MCS 020 a) calculation at every neighbouring windowOpen
- Ground Loop and Borehole Installation RecordBoreholes, trenches and the pressure testOpen
- Heat Pump Commissioning RecordComes roundSettings, readings and the first service dateOpen
- Heat Pump Handover CertificateWhat the customer was given, shown and signed forOpen
- Heat Pump Service RecordComes roundEvery service, with the performance factorOpen
- F-Gas Equipment RecordComes roundSplit systems: the charge and every leak checkOpen
Solar PV and batteries
- Solar PV System Verification CertificateComes roundBS EN 62446-1, a line for every stringOpen
- Solar PV System Handover CertificateWhat the customer was given and shownOpen
EV charging
- EV Charging Point Installation CertificateComes roundThe circuit, PME and the load surveyRequires a competent person scheme registration
The electrics
- Electrical Installation CertificateNew circuits for the heat pump, battery and panelsRequires a competent person scheme registration
- Domestic Electrical Installation CertificateThe same, on the domestic formRequires a competent person scheme registration
- Minor Electrical Works CertificateA small change to an existing circuitOpen
- Electrical Installation Condition ReportComes roundThe condition of the house's wiringOpen
Questions installers ask us.
OnPoint is also built for electrical contractors and heating engineers.
Does OnPoint issue MCS certificates?
No. An MCS certificate can only be raised in the MCS Installation Database. OnPoint records its number on the heat pump commissioning record and the solar PV certificates, next to the estimated annual generation, so every document points back to it.
Does it submit G98 or G99 notifications to the DNO?
No. Those go through your distributor's own portal. OnPoint keeps the answer: the basis of the connection (G98, G99 or G100), the distributor, their reference and the date on the solar PV certificate, and the notification route on the heat pump record and the charger certificate.
Which records does it have, and what do I need to open them?
Heat pump commissioning and service records open with your MCS number, or with any other trade registration: the qualified electrician setting, a Gas Safe number, an OFTEC number or an F-Gas company certificate number. The F-Gas Equipment Record opens with any of those except MCS. The solar PV verification and handover certificates open with your MCS number or the qualified electrician setting, which is self-declared; minor works and the EICR need the qualified electrician setting. The EV charge point certificate and the EIC need your competent person scheme number, such as NICEIC or NAPIT. Battery storage, solar thermal and biomass have ready-made forms you can change, and those need no registration.
Will it bring customers back for their heat pump service?
Yes. The commissioning record sets the first service a year on, and you can change it. It shows in Renewals, and 30 days before, OnPoint emails the customer. You can switch on a text to their mobile as well, or put them on a service plan so each visit is booked into the diary for you. At the service, the Heat Pump Service Record takes the heat meter readings you enter, works out the performance factor and sets the next date. OnPoint doesn't connect to the heat pump itself.
How does solar PV testing work?
The Solar PV System Verification Certificate follows the BS EN 62446-1 model form, with an array test report: polarity, open-circuit voltage, current, irradiance, module temperature and insulation resistance for each string. It points out a string with a voltage but no irradiance, or a fail with no reason given, and never grades a reading. At the next verification, Bring forward strings copies the strings across with the readings left blank.
Does it do EV charger certificates?
Yes. The EV Charging Point Installation Certificate covers the charger's own circuit and what Section 722 adds: the measure used for PME, protection against DC fault current, the load survey and the smart charge point statement, plus the grant details if you're claiming one. It sets a recommended next inspection date, so it comes round in Renewals. It needs your competent person scheme number.
Can customers pay a deposit and spread the cost?
Yes. Add a deposit to a quote and the customer pays it by card or bank from the link. The quote is accepted and becomes an invoice with the deposit already paid. Then split the balance into weekly or monthly payments with a payment plan, or bill it in stages as the work is done. Card and bank payments need your Stripe account connected.
Does it work without signal?
Yes, for the work on site. Jobs, certificates, signatures, photos and clock-ins save on your phone and sync when you're back in signal, so a loft or a plant room is no problem. Quotes and invoices need a connection.
Does it work with Xero?
Yes. OnPoint sends your contacts, invoices and payments to Xero, and payments you record in Xero come back to OnPoint.
How much does it cost?
£19 a month for one person, plus £9 a month for each extra person. Or pay yearly: £228 a year for you and £108 for each extra person. Every feature and every record type is on that one plan. You get 14 days free with no card needed, and you can cancel any time.
I use Tradify, Commusoft, BigChange or Joblogic. How does OnPoint compare?
We've put OnPoint side by side with each of them, feature by feature. If you switch, send us your customers, sites and past jobs and we'll import them for you, free.
OnPoint vs TradifyOnPoint vs CommusoftOnPoint vs BigChangeOnPoint vs Joblogic
You quote for whole systems. Here's ours.
£19 a month for you, and £9 a month for each installer you add. No tiers and no add‑ons, so a one‑van installer and a team of twenty get the same app.
14 days free, no card needed. Cancel any time.
Schedule of items included
OnPoint, for your renewables business.
Win the work
- Quotes with deposits, accepted onlineIncluded
- Options and optional extras on one quoteIncluded
- VAT set line by lineIncluded
- Your own booking linkIncluded
Do the work
- Heat pump, solar PV, EV and F‑Gas recordsIncluded
- Ready-made battery, solar thermal and biomass formsIncluded
- Checks on every record before you signIncluded
- Photos you can mark up, voice notes and visit reportsIncluded
- Projects for installs that run over daysIncluded
- Works offline on siteIncluded
Get paid
- Invoices, card payments and payment plansIncluded
- Stage payments as the work goes inIncluded
- Invoice reminders, when you switch them onIncluded
- Xero syncIncluded
Keep them coming back
- Service and verification reminders to customersIncluded
- Service plans that book each visit for youIncluded
- A portal with every certificate you've sentIncluded
Run the team
- Diary with clash warningsIncluded
- Team map, route planning and team chatIncluded
- Time tracking and timesheetsIncluded
- Roles and permissionsIncluded
- iPhone, Android and web appsIncluded
- YouFounding member price, locked for life
- £19.00 a month
- Each extra person
- £9.00 a month
- Due today
- £0.00